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Amundi Deutschland GmbH Arnulfstraße 124 - 126 80636 München, Germany http://www.amundi.de
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Bald drittgrößte Volkswirtschaft der Welt? Investoren blicken interessiert auf Indien

Von Alessia Berardi, Head of Emerging Macro Strategy im Amundi Investment Institute, und Dinesh Ahuja, CIO des Fixed Income SBI Mutual Funds

(PresseBox) (München, )
Narendra Modi ist auf dem Weg zu seiner dritten Amtszeit als Premierminister, aber er muss ohne eigene Mehrheit seiner Partei BJP regieren. Die große Frage ist, ob die geringere parlamentarische Mehrheit genügend Stabilität für die Fortführung der politischen Agenda bieten wird. Mehr Wünsche der Koalitionspartner müssen nun berücksichtigt werden. Kann die Regierung die Investitionsausgaben im gleichen Tempo fortsetzen oder kommt es zu einer Lockerung der Finanzpolitik zugunsten der Sozialausgaben? Die neue Regierung könnte ermutigt werden, den Mindestpreis für landwirtschaftliche Produkte, die Subventionen für Landwirte und die Mittelzuweisung für die Beschäftigungsgarantie im ländlichen Raum voranzutreiben. Außerdem könnten geplante Schlüsselreformen verzögert werden.
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